Senior Financial Planning and Product Specialist
3 weeks ago
We are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider.
Key Responsibilities:
- Provide clients with access to advanced technical product expertise and internal training materials on portfolio strategy and investment product insights.
- Conduct training to deliver new investment product launches and translate product strategy to PWP.
- Supply timely market and product updates, and assist frontline teams with customer servicing needs and disputes.
- Collect and apply market and channel intelligence to identify competitive gaps, service issues, business opportunities, and challenges.
- Work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements, and customer experience improvements.
Requirements:
- University degree with honors in economics, finance, business, mathematics, or a related discipline.
- Minimum of six years of working experience as an investment counsellor or product specialist.
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
- Deep knowledge of financial planning to provide wealth management advice to high net wealth customers, including retirement, estate planning, and family trust.
- Extensive external market awareness of market conditions, new product solutions, and current financial market activities.
- Excellent interpersonal and communications skills, with the ability to work effectively as part of a team.
- Demonstrates ability to set stretch goals for self and deliver them with courage and tenacity.
- Excellent investment consultation and presentation skills.
- Obtained Fund Qualification from AMAC (preferred).
- Fluent in English and Mandarin.
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